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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
08/14/25 August 14, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
08/14/25 August 14, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
08/06/25 August 6, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
05/08/25 May 8, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
05/07/25 May 7, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
03/31/25 March 31, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
02/13/25 February 13, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
02/13/25 February 13, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ATEA ATEA ASA
BOUV BOUVET ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA XPLORA TECH AS
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT SMARTCRAFT ASA
01/29/25 January 29, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
01/29/25 January 29, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
TIETO TIETOEVRY OYJ
ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA-NO XPLORA TECHNOLOGIES
SMCRT SMARTCRAFT ASA
11/19/24 November 19, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
11/11/24 November 11, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
11/07/24 November 7, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
10/18/24 October 18, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
08/18/24 August 18, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
08/15/24 August 15, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
ATEA ATEA ASA
NAPA NAPATECH ... (+11)

Norway: Rebound to continue

Positive or neutral estimate revisions for most companies. Best risk/reward over Q2 in Crayon, Link, NOD. Top picks: Atea, Crayon, Link, Pexip.

ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
VOLUE VOLUE AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT-NO SMARTCRAFT ASA
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
PEXIP Pexip Holding A...

Guidance upgrade likely at Q2

We are NOK 3m below cons . on Q2 EBITDA. Expect '24 margin guidance to be lifted to 15-18% (prev. 13-18%). BUY: 7-11% '24e-'26e FCF yields vs. peers at 3-4%.

PEXIP PEXIP HOLDING ASA
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
PEXIP Pexip Holding A...

Cheapest SaaS company in the Nordics

We lift '25e-'26e EBIT by 20-24%. Less competition + less legacy dilution = growth to accelerate. BUY: 8-13% '24e-'26e FCF yields vs. peers at 2-6%.

PEXIP PEXIP HOLDING ASA
05/16/24 May 16, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PEXIP PEXIP HOLDING ASA
05/06/24 May 6, 2024 1 EN
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